Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,006
New
Increased
Reduced
Closed

Top Buys

1
+$2.32B
2
+$1.24B
3
+$1.04B
4
UBER icon
Uber
UBER
+$960M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$931M

Top Sells

1
+$655M
2
+$652M
3
+$462M
4
NFLX icon
Netflix
NFLX
+$424M
5
IAC icon
IAC Inc
IAC
+$419M

Sector Composition

1 Technology 14.25%
2 Healthcare 9.45%
3 Financials 9.23%
4 Consumer Discretionary 7.66%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$18.1M ﹤0.01%
218,912
+171,813
1552
$18.1M ﹤0.01%
138,916
-331,217
1553
$18.1M ﹤0.01%
274,907
+245,125
1554
$18M ﹤0.01%
184,803
-132,699
1555
$18M ﹤0.01%
946,847
+534,526
1556
$18M ﹤0.01%
840,039
-40,204
1557
$18M ﹤0.01%
410,276
+75,035
1558
$18M ﹤0.01%
1,122,327
+419,274
1559
$18M ﹤0.01%
1,368,993
-671,137
1560
$18M ﹤0.01%
712,322
-22,942
1561
$18M ﹤0.01%
361,333
-44,702
1562
$17.9M ﹤0.01%
829,804
-42,811
1563
$17.9M ﹤0.01%
279,498
-110,541
1564
$17.9M ﹤0.01%
1,598,001
+290,984
1565
$17.9M ﹤0.01%
588,168
+544,572
1566
$17.9M ﹤0.01%
797,391
-224,869
1567
$17.8M ﹤0.01%
381,648
-303,451
1568
$17.7M ﹤0.01%
798,769
+55,512
1569
$17.7M ﹤0.01%
288,092
+223,797
1570
$17.7M ﹤0.01%
559,144
+33,001
1571
$17.7M ﹤0.01%
792,952
-44,967
1572
$17.7M ﹤0.01%
467,460
-251,340
1573
$17.7M ﹤0.01%
230,418
-72,605
1574
$17.7M ﹤0.01%
205,796
+55,814
1575
$17.6M ﹤0.01%
767,531
+171,936
61 62
63
64 65